Marc-André Wall
Montreal,Quebec
Summary
Strategic Account Executive with proven success increasing sales and revenue through developing loyal account relationships. Articulate communicator with exceptional negotiation skills. Known for understanding customer needs and delivering effective solutions.
Overview
13
13
years of professional experience
Work History
Account Executive
Inovestor Inc.
Montreal, Quebec
06.2021 - Current
- Manage existing relationships with Investor Advisors and Portfolio Managers across North America
- Assisting users in quant driven portfolio management software and tools
- Played integral role is acquisition and onboarding of largest competitor in Canada
- Helped develop marketing and strategic initiatives.
- Developed pricing strategies tailored to individual clients based on their unique needs.
- Performed product demos at conferences, meetings, seminars, or other venues as necessary.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
Five Star Investment Specialist
Bank of Montreal
Montreal, Quebec
06.2021 - 02.2022
- Serviced clients holding net worth’s above a certain threshold
- Specialized in trading derivative products on behalf of clients
- Educated clients regarding trading tools such as ICE Market Pro.
- Increased company revenue.
- Identified customer needs and helped with individualized financial planning.
- Managed borrows daily for accounts with shorts.
Investment Specialist
Bank of Montreal
Montreal, Quebec
06.2019 - 05.2021
- As a licensed trader, I was responsible for placing orders in the market while empowering investors to make better informed decisions
- Orders placed included equities, fixed income, and mutual funds
- Educated clients regarding matters of both personal and corporate finance
- Consistently achieved quarterly sales targets, closing upwards of $10 million in new assets and vertical sales on several occasions.
Administrative Coordinator Class 2
Jewish General Hospital Emergency Department
Montreal, Quebec
07.2014 - 12.2021
- Having a thorough understanding of the administrative tasks and ensuring the optimal flow of operations within the Emergency Department by proactively assessing the plans for patients ordered by healthcare professionals
- Managing and leading the flow of the department alongside emergency physicians, nurses and consultants to reduce wait time, assure proper patient turnover and offer quality care to patients and family members
- Regularly updating physicians regarding changes in patient status
- Adapting to a fast paced, high-stress environment.
Waiter
Restaurant Cape Cod
Ste-Anne-de-Bellevue, Quebec
06.2016 - 09.2017
Registration Clerk Class 3
Jewish General Hospital Emergency Department
Montreal, Quebec
07.2011 - 07.2014
- Collecting information from Emergency Department patients
- Making patient charts in timely and efficient manner
- Providing information to Emergency Department patients and families.
Education
BBA - Finance
JOHN MOLSON SCHOOL OF BUSINESS
Montreal, QC05-2019
DFOL-Derivative Fundamentals and Options Licensing Course -
CANADIAN SECURITIES INSTITUTE
CPH-Canadian Practice Handbook -
CANADIAN SECURITIES INSTITUTE
CSC-Canadian Securities Course-Levels 1 and 2 -
CANADIAN SECURITIES INSTITUTE
Graduated June 2014 -
JOHN ABBOTT COLLEGE
High School Diploma, June 2010 -
KUPER ACADEMY
Skills
- Contract Negotiation
- Business Development
- Lead Development
- Business growth opportunities
- Strategy implementation
- Customer Presentations
- CRM software expertise
Otheractivitiesinterests
- Captained John Abbott lacrosse team
- Traveled for several months at a time, experiencing different cultures
- Creating podcast content
- Enthusiast of healthy and active lifestyles
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Spanish
Professional
Affiliations
- Outdoor Enthusiast
- Avid fitness and yoga practitioner
- Book lover
Timeline
Account Executive
Inovestor Inc.
06.2021 - Current
Five Star Investment Specialist
Bank of Montreal
06.2021 - 02.2022
Investment Specialist
Bank of Montreal
06.2019 - 05.2021
Waiter
Restaurant Cape Cod
06.2016 - 09.2017
Administrative Coordinator Class 2
Jewish General Hospital Emergency Department
07.2014 - 12.2021
Registration Clerk Class 3
Jewish General Hospital Emergency Department
07.2011 - 07.2014
BBA - Finance
JOHN MOLSON SCHOOL OF BUSINESS
DFOL-Derivative Fundamentals and Options Licensing Course -
CANADIAN SECURITIES INSTITUTE
CPH-Canadian Practice Handbook -
CANADIAN SECURITIES INSTITUTE
CSC-Canadian Securities Course-Levels 1 and 2 -
CANADIAN SECURITIES INSTITUTE
Graduated June 2014 -
JOHN ABBOTT COLLEGE
High School Diploma, June 2010 -
KUPER ACADEMY
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